Legg Mason hires further sales resource – National Business Development Manager joins

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Legg Mason, one of the world’s largest funds management groups with A$962 billion in funds under management globally, is expanding its sales presence in Australia with the appointment of Scott... Read more continue reading

Budgeting to save money will not make you wealthy

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Welcome to 2018. Another new year to set new goals, make New Year’s resolutions to change some bad habit you feel guilty about and to start saving more money! Right?... Read more continue reading

Channel Capital adds to distribution team as it strengthens its offering

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Byron Slessar has joined this month as Distribution Director responsible for building adviser and family office relationships for its specialist investment manager partners. Angela Dovitsas has joined as Head of... Read more continue reading

Zurich appoints Head of Savings and Investments

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Zurich Financial Services Australia (Zurich) is pleased to announce the appointment of Matthew Drennan to the newly created executive role of Head of Savings and Investments within its Life and... Read more continue reading

Ardea’s Real Outcome Fund added to the BT Panorama, BT Wrap and BT SuperWrap platforms

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Fixed income specialist Ardea Investment Management’s Real Outcome Fund has been added to the BT Panorama, BT Wrap and BT SuperWrap platforms. This follows the Fund’s addition to the Netwealth... Read more continue reading

Omega to host tribute to George Vassos

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Omega Global Investors (Omega) will host a February tribute to its co-founder and former managing director, Mr George Vassos, and all the money raised will support the Rare Cancers Australia... Read more continue reading

Former business growth manager of Fortnum Private Wealth moves to business coaching

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Phil Little joins Slipstream Coaching as the organisation’s business coach to high-performing financial planning firms throughout Australia. He joins with over 30 years of experience in financial services, including managing... Read more continue reading

ASIC reports on the 2017 annual general meeting season

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ASIC has published its overview of the annual general meeting (AGM) season for S&P/ASX 200 (ASX 200) listed companies in 2017. Report 564 Annual general meeting season 2017 (REP 564) examines the... Read more continue reading

HLB Sydney launches new insurance business

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HLB Mann Judd Sydney has launched a new business, HLB Insurance Services, to operate as part of its Wealth Management division. The new business has been formed through a joint... Read more continue reading

Insight’s Global economic outlook for the week – as at 30 January, 2017

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The following are thoughts on the week ahead from Steve Waddington, portfolio manager in the multi-asset team at Insight Investment a leading global investment manager. FOMC meeting: a key focus... Read more continue reading